FURP.ORG / PUBLIC DATA EXPLORER

LIVING WELL FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LIVING WELL FOUNDATION (EIN 20-1960717)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-24
IRS object ID
201502369349100610
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-24T18:38:57-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203153167PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PROFESSIONAL BUSINESS ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11706 SOUTH 500 WEST SUITE 200AddressLine1Txt
CityBOUNTIFULCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84010ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201960717EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LIVING WELL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLIVIBusinessNameControlTxt
Phone8017104501PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14102 SOUTH 1900 WEST 7AddressLine1Txt
CityROYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRYAN TESCHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8017104501PhoneNum
Signature2015-08-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRANDY SELLERSPreparerPersonNm
PTINP01260180PTIN
Phone8012961060PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,346FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,050ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$20,050TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$596OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$596TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,153ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,153ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,749TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,153TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,301ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$45CashBOYAmt
Cash EOY$1,346CashEOYAmt
Total Assets BOY$45TotalAssetsBOYAmt
Total Assets EOY$1,346TotalAssetsEOYAmt
Total Assets EOYFMV$1,346TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$45RetainedEarningBOYAmt
Retained Earning EOY$1,346RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$45TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,346TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$45TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,346TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$45TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,301ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,346SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,346TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$54,036AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,624NetVlNoncharitableAssetsYr1Amt
Distribution Yr111.685986DistributionYr1Rt
Adjusted Qlfy Distri Yr2$63,842AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,696NetVlNoncharitableAssetsYr2Amt
Distribution Yr211.208216DistributionYr2Rt
Adjusted Qlfy Distri Yr3$86,960AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,459NetVlNoncharitableAssetsYr3Amt
Distribution Yr335.363969DistributionYr3Rt
Adjusted Qlfy Distri Yr4$122,480AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,674NetVlNoncharitableAssetsYr4Amt
Distribution Yr433.336962DistributionYr4Rt
Adjusted Qlfy Distri Yr5$31,753AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$122NetVlNoncharitableAssetsYr5Amt
Distribution Yr5260.270492DistributionYr5Rt
Total Distribution351.865625TotalDistributionRt
Average Distribution70.373125AverageDistributionRt
Net Vl Noncharitable Assets$686NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$48,276AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$48,276AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$18,153QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In Assets0AtLeast5000InAssetsInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksJOHN PORTERIndividualWithBooksNm
Phone8017104501PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1457 E 26TH STREETAddressLine1Txt
CityOGDENCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84401ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN PORTER
3347 S HIGHWAY 66MORGANUT84405PRESIDENT10.00$0$0$0
CONNIE PORTER
3347 S HIGHWAY 66MORGANUT84405SECRETARY/TREASURER2.00$0$0$0
BRYAN TESCH
4102 S 1900 W 7ROYUT84067TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$696AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$696TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$696AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10CashDeemedCharitableAmt
Net Vl Noncharitable Assets$686NetVlNoncharitableAssetsAmt
Minimum Investment Return$34MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$34DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$34DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$34DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,153ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$18,153QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$18,153AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$31,747ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$122,296ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$86,837ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$63,557ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$53,805ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$358,242TotalExcessDistributionCyovAmt
Qualifying Distributions$18,153QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$34AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,119RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$376,361TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$31,747ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$344,614ExcessDistriCyovToNextYrAmt
Excess From Year4$122,296ExcessFromYear4Amt
Excess From Year3$86,837ExcessFromYear3Amt
Excess From Year2$63,557ExcessFromYear2Amt
Excess From Year1$53,805ExcessFromYear1Amt
Excess From Current Year$18,119ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLAN NOLAND
3925 S 700 WRIVERDALEUT84405NONEN/ASCHOOL DONATION$100
ANGIE GREVE
738 BSTEN RDEAST DUBUQUEIL61025NONEN/AHELP NEEDY FAMILIY$650
BILL WISER
5978 W 5150 SHOPPERUT84315NONEN/AHELP NEEDY FAMILY$250
DOUG BARRETT
5840 S 2450 WROYUT84067NONEN/AHELP NEEDY FAMILY$150
HEATHER HUATT
309 W 5TH STROCK FALLSIL61071NONEN/AHELP NEEDY FAMILY$50
JAMES KONTOH
540 S MAIN STREETBRIGHAM CITYUT84302NONEN/ASCHOOL BUILDING CONSTRUCTION IN GHANA$3,700
JARED ROSE
164 N 400 WLINDONUT84042NONEN/AHELP NEEDY FAMILY$500
JORDAN LINFORD
164 N 400 WLINDONUT84042NONEN/AMISSIONARY EXPENSES$10,000
KALI DEAN
518 N 2150 WWEST POINTUT84015NONEN/AHELP NEEDY FAMILY$450
KIM SCHDL
1825 SCENIC VIEW DRDUBUQUEIA52001NONEN/AHELP NEEDY FAMILY$150
LINDSEY SIMMONS
609 S 600 EBRIGHAM CITYUT84302NONEN/ASCHOOL DONATION$150
MARIA TRUJILLO
103 W 4TH STREETOGDENUT84404NONEN/AHELP NEEDY FAMILY$600
MARK WRIGHT
4618 N 3800 WMORGANUT84050NONEN/ASCHOOL DONATION$1,103
BOY SCOUTS OF AMERICA
309 E 5TH STROCK FALLSIL61071NONEEXEMPTGENERAL DONATION$200
VICTORY CENTER
309 E 5TH STROCK FALLSIL61071NONEN/AGENERAL DONATION$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,153TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$0TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonFOCUS SERVICES LLCContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14102 S 1900 W 7AddressLine1Txt
CityROYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84067ZIPCd
FieldValueIRS element (for citing)
Total Contributions$20,050TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$596RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt